Configure guidance detail experience

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Configure guidance title and description that are displayed to users in recommended actions or playbooks.

    Vorbereitungen

    Role required: sn_gd_guidance.guidance_manager

    Warum und wann dieser Vorgang ausgeführt wird

    The detail information appears in playbooks, or in a contextual side panel or in a subtab for Recommended Actions for Customer Service.

    Prozedur

    1. Navigate to All > Guided Decisions > Guidances.
    2. Select a guidance from the Guidances list.
    3. Configure the detail experience for the guidance in the Detail Experience tab.
      The detail experience is a message that is displayed for guidances that opens in the contextual side panel or in a subtab.
      1. In the Title field, add a title for the guidance in the detailed view.
      2. In the Guidance Message field, provide a message for the detail view.
    4. Select Submit.

    Nächste Maßnahme

    The process for configuring a guidance is the same in the Guided Decisions Experience application and the Recommended Actions for Customer Service application.